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Newbridge Wealth Management

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Client assets under management

$217,500,000

More info

Clients

150

90% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

50

Typical

Average account size

$1,450,000

About

Newbridge Wealth Management is an independent, fee‑only registered investment adviser that provides wealth consulting and portfolio management to individuals and a range of institutional clients. The firm’s Brochure describes comprehensive, continuous financial planning — covering estate planning, tax planning, forecasting and risk management — and notes optional business and real estate coaching as part of its wealth consulting service.

The Brochure describes a “macro‑tactical” investment approach that emphasizes asset‑class allocation as the primary driver of returns, generally favoring index‑tracking mutual funds and ETFs while selectively using active managers. It also discloses use of non‑traditional asset classes (commodities, currencies, non‑correlated strategies), recommends private placement investments (including securities of pooled investment vehicles) for accredited investors, and typically manages client portfolios on a discretionary basis with custody through Charles Schwab and Altruist.

Compared with many peers, Newbridge’s client mix and service scope include several less‑common elements: its ADV and firm data indicate engagements with institutional and specialized clients — including pension/profit‑sharing plans, corporations and business entities — and the firm reports serving client types that are uncommon among supported firms (such as sovereign wealth funds, banking/thrift institutions, state or municipal governments, insurance companies and other advisers). The firm also maintains an affiliated Newbridge Tax Services that refers tax preparation to an independent provider under a disclosed solicitor arrangement, and it uses third‑party aggregation and reporting tools to incorporate outside accounts into composite reports.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Real estate investing General estate planning guidance General tax planning

Occupation focus

Executive Founder/Business Owner Retired

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Fee options

Percentage

$0 - $500,000: 1.25% per annum $500,000 - $1,000,000: up to 1.25% per annum $1,000,000 - $2,500,000: up to 1.00% per annum $2,500,000 - $4,500,000: up to 0.75% per annum $4,500,000 - $5,500,000: up to 0.55% per annum $5,500,000 - $7,000,000: up to 0.45% per annum $7,000,000 - $10,000,000: up to 0.35% per annum $10,000,000+: TBD, negotiable

Project-based

Hourly fees available in very limited cases for wealth consulting services

Other

Fee-only: Wealth consulting fee typically ranges from $500 to $10,000 per annum; fees are negotiated based on scope and value of services; hourly fees available in very limited cases

Main office location

Newbridge Wealth Management

859 W. Lancaster Avenue

Bryn Mawr PA 19010, United States

Number of offices

4

Most active in

More info

Massachusetts · Pennsylvania

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 610-564-8042

Advisors at this firm

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Vincent B

CFP®, Series 63

Bryn Mawr, PA

Newbridge Wealth Management

Vincent Barbera is a CFP® professional with over 13 years of experience at Newbridge Wealth Management, LLC. He has held his current role at the firm since 2013 and holds the Series 63 designation. Newbridge Wealth Management is an independent, fee-only registered investment adviser that provides wealth consulting and portfolio management to individuals and a variety of institutional clients. The firm employs a macro-tactical investment approach focused on asset-class allocation, utilizing index-tracking funds alongside select active managers and non-traditional asset classes, and serves a diverse client base including pension plans, corporations, and specialized institutional investors.

Wealth management Real estate investing General estate planning guidance General tax planning Executive Founder/Business Owner Retired
user avatar

R. Christopher W

CFA®

Bryn Mawr, PA

Newbridge Wealth Management

R. Christopher Wiegand is a CFA® charterholder based in Bryn Mawr, PA, with over 16 years of experience in financial advising. He has been with Newbridge Wealth Management since 2014 and previously worked at Bird & Wiegand Financial Services. Newbridge Wealth Management is an independent, fee-only registered investment adviser serving individuals and a diverse range of institutional clients. The firm employs a macro-tactical investment approach focusing on asset-class allocation, utilizing index-tracking funds and selective active management, and provides comprehensive financial planning alongside optional business and real estate coaching.

Wealth management Real estate investing General estate planning guidance General tax planning Executive Founder/Business Owner Retired
user avatar

Brian B

CFP®, Series 63, Series 66

Malden, MA

Newbridge Wealth Management

Brian Boswell is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Newbridge Wealth Management in Malden, MA. His prior roles include positions at MML Investors Services and Mass Mutual Life Insurance Company, along with experience at 529 Expert, LLC and Savingforcollege.com. Newbridge Wealth Management is an independent, fee-only registered investment adviser providing wealth consulting and portfolio management to individuals and a variety of institutional clients. The firm employs a “macro-tactical” investment approach focused on asset-class allocation, utilizing index-tracking funds, selective active managers, and non-traditional asset classes, and serves a diverse client base that includes pension plans, corporations, sovereign wealth funds, and government entities.

Wealth management Real estate investing General estate planning guidance General tax planning Executive Founder/Business Owner Retired
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